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TCI Wealth Advisors’s Sylvamo SLVM Stock Holding History

TCI Wealth Advisors’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-140
Closed -$6.48K – 1927
2023
Q1 		$6.48K Hold
140
– – ﹤0.01% 1352
2022
Q4 		$6.8K Buy
140
+1
+0.7% +$48 ﹤0.01% 1334
2022
Q3 		$5K Sell
139
-2
-1% -$76 ﹤0.01% 1517
2022
Q2 		$5K Buy
141
+129
+1,075% +$5.41K ﹤0.01% 1534
2022
Q1 		$0 Hold
12
– – ﹤0.01% 2436
2021
Q4 		$0 Buy
+12
New +$350 ﹤0.01% 2496

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

TCI Wealth Advisors's SLVM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 140 shares — an estimated $6.48K sold.

TCI Wealth Advisors first reported a position in SLVM in Q4 2021 and held it in 6 quarters. The position peaked at $6.8K in Q4 2022. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 140 Sylvamo shares in Q2 2023, an estimated $6.48K.
  • TCI Wealth Advisors first reported a position in Sylvamo in Q4 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Sylvamo position peaked at $6.8K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.